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Oxford Financial Group’s Roper Technologies ROP Stock Holding History

Oxford Financial Group’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-471
Closed -$235K – 301
2025
Q3 		$235K Buy
471
+14
+3% +$7.47K 0.01% 208
2025
Q2 		$259K Sell
457
-38
-8% -$21.5K 0.02% 189
2025
Q1 		$292K Sell
495
-99
-17% -$55.6K 0.02% 178
2024
Q4 		$309K Buy
594
+18
+3% +$9.88K 0.02% 201
2024
Q3 		$321K Sell
576
-364
-39% -$200K 0.02% 194
2024
Q2 		$530K Buy
940
+473
+101% +$255K 0.04% 146
2024
Q1 		$262K Buy
467
+10
+2% +$5.46K 0.02% 200
2023
Q4 		$249K Hold
457
– – 0.02% 202
2023
Q3 		$221K Sell
457
-14
-3% -$6.86K 0.02% 202
2023
Q2 		$226K Buy
+471
New +$213K 0.02% 210

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Oxford Financial Group's ROP Position: Q4 2025 in Review

Oxford Financial Group sold out of Roper Technologies (ROP) in Q4 2025, closing a stake of 471 shares — an estimated $235K sold.

Oxford Financial Group first reported a position in ROP in Q2 2023 and held it in 10 quarters. The position peaked at $530K in Q2 2024. 1,263 funds tracked by Wall St. Rank hold ROP as of Q4 2025.

  • Oxford Financial Group reported no remaining Roper Technologies position as of Q4 2025 after selling out during the quarter.
  • Oxford Financial Group sold 471 Roper Technologies shares in Q4 2025, an estimated $235K.
  • Oxford Financial Group first reported a position in Roper Technologies in Q2 2023 and held it in 10 quarters.
  • Oxford Financial Group's Roper Technologies position peaked at $530K in Q2 2024.
  • 1,263 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.